All Research


Title Date
EPAM & Luxoft Insights from Recent Checks with Private Ukrainian IT Services firm 2016-02-04
Lions Gate officially looking to build its "pride," pullback hasn't killed B/E's sale prospects, two Canadian situations in foucs [LGF, STRZA, KSS, BEAV, COP, NOV, IAC, CST, EPC, LOW, CP, ADSK, ETN] 2016-02-04
Starboard sees something "marvelous" in the wreckage, is Chuck actually cooking up something at Schwab?, 2016 M is taking on a 2012 flavor [MRVL, SCHW, LOW, RON, MON, ALLY, MNK, PNR, LYB] 2016-02-03
Unvarnished split talk at Roper, Tempur Sealy boss takes ownership, Mattel doing fine on its own [ROP, TPX, MAT, CMA, AA] 2016-02-02
Allstate and Progressive: A First Look at 2016 Auto Rate Changes 2016-02-01
Deals aplenty in medical products space, CenterPoint set to test-drive utility REIT idea, no shortage of interest in Honeywell's appetite [ALR, ABT, SYK, CNP, D, STR, HON, CE, LYB, ALLY] 2016-02-01
Jan 25 - Jan 29, 2016 2016-01-29
Westlake makes another run at Axiall, Stanley Works open for business, Ameriprise saving ammo for turndown repeat? [AXLL, XRX, SWK, AMP, HTZ, WRK, LLL, TMO, PII, ADS, Short interest analysis] 2016-01-29
Hershey story is melting, searching for hints of QCOM interest in XLNX, Discover showing few signs of being sweated [HSY, QCOM, XLNX, DFS, HON, GD, KMI, POT, HP, SWK, AKRX] 2016-01-28
Cognizant (CTSH): Initial Guidance for 2016 May Provide Investors with an Attractive Entry Point 2016-01-28
AIG: Operating Ambitions Seem Heroic; Maintain View Diversification Credit of $5B+ is Realistic 2016-01-27
Two United shareholders unbuckle their seatbelts, don't write off Huntington deal just yet, two Chemical Brothers get booed off the stage [UAL, NSC, CP, HBAN, GRA, ASH, TMH, MTW, DHR, HOG] 2016-01-27
Regional Bank M+A on fire in Big-10 country, non-activists itching for board seats, time for Icahn to show his AIG cards [HBAN, FMER, CAR, SUNE, GDOT, AIG, PH, PII, IP, MAT] 2016-01-26
Tyco gives up its address to Johnson Controls, Big week for Xerox, Legg Mason hasn't been the same without Peltz [TYC, JCI, XRX, LM, AXP] 2016-01-25
Jan 19 - Jan 22, 2016 2016-01-22
Unforeseen political storm has CanPac reconsidering, Amex dealing with new reality, still a little bit of fizz left at Pepsi [CP, NSC, AXP, BBT, PEP, MXIM] 2016-01-22
Guidewire (GWRE) - Reiterating our BUY rating and $61 price target 2016-01-22
Xilinx takeout story warms up, spotlight on CEO searches at F5 and Citrix, Brunswick heads to the gym [XLNX, FFIV, CTXS, BC, HLS, MDCO, KMI] 2016-01-21
Symantec's super-sized buyback loses some juice, will a Husky bark be heard at Conoco?, some refining talk [SYMC, HSE, COP, CREE, HFC, CVI, ASH] 2016-01-20
American International Group: Valuing Diversification 2016-01-19

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